{"id":16581,"date":"2020-05-14T16:40:20","date_gmt":"2020-05-14T15:40:20","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&p=16581"},"modified":"2024-07-30T14:46:58","modified_gmt":"2024-07-30T13:46:58","slug":"install-and-use-the-office-365-outlook-add-in","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/install-and-use-the-office-365-outlook-add-in\/","title":{"rendered":"Install and use the Osprey Outlook add-in for Office 365"},"content":{"rendered":"
\n\n

Who is this guide for?<\/strong><\/p>\n

<\/i> Any Users<\/strong><\/p> \n<\/div>\n\n\n\n

This guide will go through the steps required to install and use the Osprey Outlook add-in for Office 365<\/h2>\n\n\n\n

The Osprey Approach Outlook add-in can be installed from Office.com<\/a>, or directly from Outlook, and will automatically be synced to all your devices.<\/p>\n\n\n\n

Install from Outlook<\/p>\n\n\n\n

To install the add-in, open Outlook, navigate to the Home tab and select Get add-ins<\/strong>.<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Search for Osprey and select Add<\/strong>.<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Install from Office online<\/p>\n\n\n\n

Go to https:\/\/outlook.office.com\/mail\/<\/a> and select Get Add-ins<\/strong> from the Home ribbon.<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Alternatively, open an email, click the … and select Get Add-ins<\/strong> from the list.<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Search for ‘Osprey’, and click Add<\/strong>.<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Export emails using the Office 365 add-in<\/p>\n\n\n\n

The Office 365 add-in features the ability to export any emails and attachments.<\/p>\n\n\n\n

To Export, select the email and click the ‘…’ icon in the right hand corner<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Select Osprey Approach, and enter your Osprey URL and credentials.<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

If you know the client and matter you wish to export the email to, enter the information when prompted. Alternatively, you may perform a search. <\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Once a client has been selected, you have several options to export.<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Enter the detail of the email, which will display in the matter history.<\/p>\n\n\n\n

You can also assign a custom type, select a Matter history folder and set a retention period.<\/p>\n\n\n\n

To export the email only, tick the option. Ticking ‘Time Posting’ will display the time recording options. Once completed, click ‘Export’.<\/p>\n\n\n\n

Your email and, if selected, any attachments will now have been saved to the Matter History. <\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Compose emails using the Office 365 add-in<\/p>\n\n\n\n

When composing a new email, you can use the add-in to pull through information from Osprey, into Outlook.<\/p>\n\n\n\n

First, open a new email, and locate the Osprey Approach icon. If you are not signed in, you will be asked to enter your credentials. <\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Now search for and select the appropriate matter<\/p>\n\n\n

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\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Once a client is selected, you can access any email templates, email addresses, matter history items or packages to bring into your email.<\/p>\n\n\n\n

Left-click any email addresses to add them to the To\/Cc fields<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Scrolling down you can also choose an email address from your Contacts & Organisations. <\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Scrolling further you can also attach any document or package available in Osprey.<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Export sent emails<\/p>\n\n\n\n

Once an email has been sent, users will need to export from their Sent Folder.<\/p>\n","protected":false},"excerpt":{"rendered":"

The Osprey Approach Outlook Add-in can be installed either on your local copy of Outlook or through Outlook 365.<\/p>\n","protected":false},"author":5735,"featured_media":0,"template":"","categories":[94,212],"tags":[],"class_list":["post-16581","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-get-started-outlook","category-using-addin-o365"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"\nInstall and use the Osprey Outlook add-in for Office 365 - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will go through the steps required to install and use the Osprey Outlook add-in for Office 365\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/install-and-use-the-office-365-outlook-add-in\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Install and use the Osprey Outlook add-in for Office 365 - 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